Complimentary Hors D'oeurves & Estate Planning Presentation in Columbus, OH
Preserve What Matters Most to You
Strategies for Estate Planning, Preservation & Retirement Income
Complimentary hors d’oeuvres, soft drinks, coffee & tea will be served.
Event Details
The Ohio State University Golf Club
3605 Tremont Rd., Columbus, OH 43221
Event Options:
– Thursday, April 4 at 6:00 p.m.
– Tuesday, April 9 at 6:00 p.m.
Seating is limited. There is no charge to attend!
Do you know how to keep your assets out of probate, reduce tax-exposure and create a plan to ensure your heirs retain your assets?
Join us at The Ohio State University Golf Club for an enlightening presentation that may help you better understand estate planning strategies to help you preserve assets and understand how assets are transferred to heirs. We’ll discuss:
- The advantages and disadvantages of wills and trusts.
- Reducing tax exposure when transferring assets to heirs.
- How to plan your estate to make sure it passes on to your loved ones most efficiently.
- How probate works and, more importantly, how you can avoid probate altogether.
- Preserving your assets against potential risks such as children’s debt, changing tax laws, divorce and disability.
- Identifying the documents needed to preserve your estate.
- Establishing a power of attorney and why it could be important.
- Strategies to help preserve heirs from blowing their inheritance.
- Leveraging dollars for planned charitable giving.
- Why putting property in your children’s names may be a mistake.
- Developing a plan to pay for nursing home expenses if needed while in retirement.
- And much more!
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
Do you have an estate plan in place?
Don’t miss this information-packed event!
Why attend?
This presentation combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a complimentary retirement snapshot analysis for your current plan.
67% of Americans
have no estate plan.²
Sounds crazy, but it’s true. Despite more than 50% of Americans thinking that estate planning is at least somewhat important, only 33% have a will or living trust.² When asked why they don’t have a will, 1 out of 3 respondents believe they don’t have enough assets to leave behind.
Meet Your Hosts
Mark McCanney | Novus Financial Group
He is also the co-founder of a financial services partnership formed to study and find strategies to combat the low levels of retirement income sources for the current generation of workers. His work and expertise guided a project that produced an industry-first product strategy that is currently being used by thousands of financial professionals across the country to provide retirement income stability for their clients.
Eric Seyboldt | Novus Financial Group
Eric has been an advocate for clients of the financial services industry for 25+ years, providing retirement income services to families and businesses throughout the country. Helping community members in all stages of retirement income planning, Eric is dedicated to assisting those who don’t want to outlive their income. He continues to inform current and future retirees on crucial topics impacting them today, including the fees they might be paying, risk tolerance and how to be as tax efficient as possible.
Lorri Posani | Posani Law Office, LLC
Lorri received her bachelor’s degree from Capital University, graduated cum laude from Capital University Law School and was admitted to the Ohio bar in 2006. While in law school Lorri took courses specifically designed to prepare her for a career in estate planning. She was named the first Metcalf Merit Scholar for her interest and course work in the area of estate planning. Lorri wants to help individuals and families plan for the future and achieve their goals in preserving their estate for their families and passing their wealth to others. Her practice has focused on personal estate planning and probate administration. In 2014, Lorri was named an Ohio Rising Star by Super Lawyers.
© 2024 Your Retirement Reality | Privacy Policy
¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
² https://www.cnbc.com/2022/04/11/67percent-of-americans-have-no-estate-plan-heres-how-to-get-started-on-one.html
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. Investing involves risk, including possible loss of principal. We are not affiliated with any government agency. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.